Credit Bureau Connection (CBC) is the industry leader in credit report and compliance solutions.
Integration Details
The CBC integration is only available for the Student Loans file type.
Once integrated, you'll gain access to the "Pull Credit Bureau Connection Report" button on the Client Dashboard < Debts tab
Clicking Pull Credit Bureau Connection Report performs the following actions:
- Automatically adds debts to the client file. A User can then choose which debts to enroll.
- Adds the Credit Report PDF to Docs tab > Uploaded Files
Integrating CBC with Centrex
To integrate CBC with Centrex, you will need to sign up for the CBC Enhancement. If you have not and are interested please contact Sales@centrexsoftware.com or call (630)394-6260. You will then need to send an email request to Support@centrexsoftware.com. Your email request must contain the following company details and CBC account credentials:
Company Name
User ID Prefix
User ID
Customer ID
Password